+299.0%
AEM vs ONTO
+696.1%
-397.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.3% |
| 7D | -2.1% | +4.9% | -7.1% | -2.7% |
| 30D | +8.4% | -16.6% | +25.1% | +10.5% |
| 3M | +27.3% | -7.3% | +34.6% | +26.9% |
| 6M | -9.7% | +45.9% | -55.6% | -14.7% |
| YTD | +19.0% | +78.2% | -59.2% | +10.1% |
| 1Y | +31.5% | +159.8% | -128.3% | +17.0% |
| 3Y | +338.7% | +123.4% | +215.3% | +280.1% |
| 5Y | +307.4% | +265.8% | +41.6% | +217.8% |
| All | +299.0% | +696.1% | -397.1% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling